See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,987 | $87,841+8.1% | $133,980-29.1% | $62,891+51.0% |
| Participation rate | 91.4% | 83.4%+8.0pp | 87.1%+4.3pp | 69.3%+22.1pp |
| Annual return | 10.56% | 12.05%-1.5pp | 29.30%-18.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $16,916 | $3,483+385.7% | $5,211+224.6% | $2,281+641.6% |
| Participant deferral / active EE | $13,477 | $4,812+180.1% | $6,282+114.5% | $3,203+320.8% |
| Admin fee / account holder | $17,044 | $5,371+217.3% | $9,324+82.8% | $4,296+296.8% |